See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,042 | $127,065-28.4% | $113,168-19.6% | $142,382-36.1% |
| Participation rate | 54.5% | 79.2%-24.7pp | 76.6%-22.0pp | 80.1%-25.6pp |
| Annual return | 12.80% | 24.03%-11.2pp | 24.27%-11.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,191 | $3,442-65.4% | $2,975-60.0% | $4,299-72.3% |
| Participant deferral / active EE | $3,357 | $5,716-41.3% | $5,107-34.3% | $6,507-48.4% |
| Admin fee / account holder | $9,775 | $15,736-37.9% | $12,068-19.0% | $12,624-22.6% |